If you have discussed estate tax-saving tools with your attorney or financial team, chances are you might have come across the Spousal Lifetime Access Trust…
One of the comments we often hear from clients is that they just want something simple. And yet when they review the estate plans we…
Of the many obscure “holidays” now nationally recognized, we think August’s national “Make a Will” month is a particularly important one (Yes, seriously, this is…
From the beginning, you have had a plan for your business to succeed. You set goals and developed solutions to achieve those goals. For small…
If you have decided to start a business and are researching the available business entity types, you may repeatedly come across the terms “limited liability…
For years, we have used lifetime gifts to irrevocable trusts for clients with large estates. Assets gifted to an irrevocable trust removes the gifted assets…
As a business owner, you may consider using social media to enhance your business’s engagement and reach. One way to do this is through social…
We frequently recommend limited liability companies (LLC) to our clients as a flexible entity structure among small business owners that provides governance and taxation guidance…
Social Security is best known for its retirement benefits, and for good reason. It is the largest retirement program in the United States and most…
You’ve just purchased a new vacation property, and you hope to list it throughout the years as a vacation rental. Maybe you haven’t had time…